From The Standard

BIO


Julie Figueroa (left) serves as a senior retirement plan relationship manager at The Standard, bringing more than 25 years of retirement industry experience. She earned a business management degree from Robert Morris University in Chicago and is a securities-registered representative. Figueroa’s bilingual communication skills are often used in participant education settings. She says she is committed to client advocacy, clear communication and guiding her assigned clients through the complexities of their retirement plan.

Kimberly Temple (right) is an account manager at The Standard. She has 31 years of experience in the retirement plan industry.​ She consults with plan sponsors on participant education​, plan design​, ongoing retirement plan administration support​, plan sponsor and adviser relationships​, and compliance testing and government reporting​.

NOMINATOR COMMENTS


A nonprofit in the education field said: “I have had the pleasure of working with Julie for over nine years. She is knowledgeable, reliable and professional, providing our team with excellent guidance every step of the way. She has always been able to answer our questions and keeps us well informed on plan changes and new laws so we remain in compliance. She combines expertise with a friendly approach, making her an invaluable resource to our organization.

“I have also had the pleasure of working with Kimberly for over nine years. She is consistently responsive, friendly and highly knowledgeable. Her support has been invaluable to our organization, delivered with professionalism, a positive attitude and a great sense of humor. Kimberly’s genuine care for her work is evident in both her communication style and her deep understanding of our plan. We are fortunate to have her as our account manager.”

E_DEPRECATED Error in file class-plugin-usage-tracker.php at line 657: Creation of dynamic property DisableComments_Plugin_Tracker::$notice_options is deprecated